TOBAM’s Aflac AFL Stock Holding History

TOBAM’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-559	Closed	-$58K	–	255
2024 Q4	$58K	Sell	559 -508	-48%	-$55.4K	0.02%	281
2024 Q3	$119K	Hold	1,067	–	–	0.02%	221
2024 Q2	$95K	Sell	1,067 -1,557	-59%	-$134K	0.01%	244
2024 Q1	$225K	Sell	2,624 -377	-13%	-$30.9K	0.02%	219
2023 Q4	$248K	Buy	3,001 +56	+2%	+$4.51K	0.02%	193
2023 Q3	$226K	Sell	2,945 -574	-16%	-$42.6K	0.02%	207
2023 Q2	$246K	Hold	3,519	–	–	0.02%	199
2023 Q1	$227K	Buy	3,519 +530	+18%	+$36.3K	0.02%	200
2022 Q4	$215K	Hold	2,989	–	–	0.01%	198
2022 Q3	$168K	Hold	2,989	–	–	0.01%	228
2022 Q2	$165K	Buy	2,989 +1,233	+70%	+$72.8K	0.01%	257
2022 Q1	$113K	Hold	1,756	–	–	0.01%	292
2021 Q4	$103K	Hold	1,756	–	–	﹤0.01%	266
2021 Q3	$92K	Hold	1,756	–	–	﹤0.01%	277
2021 Q2	$94K	Sell	1,756 -748	-30%	-$40.8K	﹤0.01%	263
2021 Q1	$128K	Hold	2,504	–	–	0.01%	225
2020 Q4	$111K	Hold	2,504	–	–	﹤0.01%	239
2020 Q3	$91K	Buy	+2,504	New	+$91.2K	﹤0.01%	230

Other funds holding AFL

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return